Automate

We have a requirement to restrict our users to only load and/or approve data for the country/region that they belong to. How would that typically be done in Foundation workflows?

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Jurgen Lootens | Consultant
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Hi Jurgen

There are potentially several to accomplish this.  A few that come to mind:

1. Use region to drive assignments.  The part you'd need to figure out is, what country is the submitter in?  That region would then drive assignments via participant resolvers - either in the form or in the workflow swim lane.
   • If it's in there Sharepoint or AD profile, you can read it from the user information. 
   • Or if you can count on the browser language, you could use that.   There's a reference to it in the documentation:  $form.language :  https://winshuttle-help.s3.amazonaws.com/foundation/en/composer/winshuttle-composer-javascript-form-functions.htm#o17973 
   • Otherwise, you'd have to find another way to determine which country they belong to, such as a lookup in SAP, a SharePoint list or a SQL database.  
2. setup forms in sub-sites by country, where they can only start and interact with processes in their country.   However if you need to support many countries, this may not be viable.

Hope that gives you a few ideas.

Best Regards,
Sigrid

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Sigrid Kok
pse | Winshuttle North America
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Thank you!  We'll have a look at those options.

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Jurgen Lootens | Consultant
CTAC | 0123456789
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Original Message:
Sent: 07-09-2019 10:42
From: Sigrid Kok
Subject: Authorisations by region in Foundation

Hi Jurgen

There are potentially several to accomplish this.  A few that come to mind:

1. Use region to drive assignments.  The part you'd need to figure out is, what country is the submitter in?  That region would then drive assignments via participant resolvers - either in the form or in the workflow swim lane.
   • If it's in there Sharepoint or AD profile, you can read it from the user information. 
   • Or if you can count on the browser language, you could use that.   There's a reference to it in the documentation:  $form.language :  https://winshuttle-help.s3.amazonaws.com/foundation/en/composer/winshuttle-composer-javascript-form-functions.htm#o17973 
   • Otherwise, you'd have to find another way to determine which country they belong to, such as a lookup in SAP, a SharePoint list or a SQL database.  
2. setup forms in sub-sites by country, where they can only start and interact with processes in their country.   However if you need to support many countries, this may not be viable.

Hope that gives you a few ideas.

Best Regards,
Sigrid

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Sigrid Kok
pse | Winshuttle North America
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